Formula Field Update
Hello,
I've currently got a pipeline that is triggering based on a Checkbox - Formula Field. The formula returns true if a file is uploaded. The first time that I trigger this, it works as expected...
Forum Discussion
what's the formula?
i'm assuming that you mean that you have the formula-checkbox as the condition on the Record Update step... so if it's not triggering the second time. you'll have to provide what the formula is doing so we can help you. Is it really just checking whether there is a filed attached on a field?
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Tim D
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Yes, you are correct that the Record Update triggers on the field for the Checkbox Formula. Currently that formula is as such:
If(ToText([AttachmentField]) <>"", true, false)
It returns true/false as I expect it to depending on if there is anything in the attachment field, but only the first file uploaded triggers a pipeline.
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Jake
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I thought that "passive" changes didn't count as triggers?
I've not messed with attachment fields in a while, but can you not set the PL to trigger when the attachment field changes? You could use the checkbox field as a safe guard though. Changes to the attachment field trigger the PL, but you filter it to ONLY run if the checkbox is checked. That way, if someone deletes the attachment it doesn't run the PL.
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John Ross
------------------------------It is also my understanding that Passive triggers do not work on these for the most part. The fact it only triggers once is what is confusing me on it. If it never worked I wouldn't have gotten in so deep on it, haha.
I actually tried it when the attachment field changes - But that doesn't seem to trigger the Pipeline at all, unfortunately. This would have made things much simpler for me.
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Jake
------------------------------When you say it triggers once, is that upon uploading a file for the first time or uploading a file in a new record and then saving it?
Hmmm, I could have sworn that file uploads counted as a "active change/edit". Is your trigger step "on edit", or "On add or Edit"?
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John Ross
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